Affiché dans votre langue en traduction automatique, en attente de relecture par un locuteur natif. Les résumés des lois et l'original en anglais restent la source de référence.
The three systems, in one sentence each
Strict per stirpes — the division always begins at the children’s generation, one share per child living or deceased with descendants living; a deceased child’s share splits among that child’s own descendants. Arizona’s statutes give an instrument’s "per stirpes" no definition — a trust that uses the words is read on its own terms.
Per capita with representation — divide at the nearest generation with a surviving member: one share for each survivor there and for each deceased member who left descendants; a deceased member’s share passes down to that member’s own descendants. Not Arizona’s statutory default; a trust that wants it says so in its own words.
Per capita at each generation — divide at the nearest generation with survivors; the deceased members’ shares are combined and divided equally among the next generation’s takers, so equally-near relatives take equally. In Arizona this is the statutory meaning of "by representation" (A.R.S. § 14-2106(A)), the default for an intestate estate passing to descendants (§ 14-2103(1)).
The same family tree can come out differently under different governing words — which is why the instrument controls. Arizona’s statute defines "by representation" for an intestate estate (A.R.S. § 14-2106) and gives an instrument’s "per stirpes" no definition; a trust may define its own scheme or name alternate takers, and reading a particular instrument against the statute is licensed-attorney work. A surviving spouse’s intestate share depends on whether the surviving issue are also the spouse’s issue, and the decedent’s one-half of the community property passes with the separate property (§ 14-2102) — the other half of the community property is the surviving spouse’s own, never part of the estate.
Try the arithmetic yourself
Model a family shape — who is living, who left children — and see each system’s exact split. Two generations (children and grandchildren); this is the math of each rule, not a suggestion of which to use.
Child 1
Child 2
- Grandchild 2.1
Child 3
- Grandchild 3.1
- Grandchild 3.2
| Person | Strict per stirpes | Per capita w/ representation | UPC per capita at each generation (AZ default) |
|---|---|---|---|
| Child 1 | 1/3 (33.3%) | 1/3 (33.3%) | 1/3 (33.3%) |
| Grandchild 2.1 | 1/3 (33.3%) | 1/3 (33.3%) | 2/9 (22.2%) |
| Grandchild 3.1 | 1/6 (16.7%) | 1/6 (16.7%) | 2/9 (22.2%) |
| Grandchild 3.2 | 1/6 (16.7%) | 1/6 (16.7%) | 2/9 (22.2%) |
Arithmetic only — the exact fractions each rule produces for the shape you modeled, with Arizona’s default labeled as the by-representation division A.R.S. § 14-2106 provides for an intestate estate. Not advice, and never a statement of which rule YOUR trust uses — the instrument’s own words decide that, and reading them is licensed-attorney work.
Le Centre d'apprentissage est de l'information générale sur la loi de l'Arizona — pas un avis juridique, ni un substitut aux conseils d'un avocat de l'Arizona agréé sur vos faits précis. TrusteeClear est un logiciel, pas un cabinet.